Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Victoria Tabor is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Brighton Securities since 2017 and previously spent five years at Raymond James and Associates. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the fire department. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.

Raymond Ciccarelli is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 63 designation and has been involved with Ciccarelli Advisory Services and CTO Estate Planning Corp. since 1984. Outside of his advisory work, he owns Park Central Tax Offices, overseeing the business without performing tax preparation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a structured investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment options through multiple custodial platforms.

Christopher Radigan is a financial advisor at Whitney & Company with 5 years of industry experience. He has been with Whitney & Company since 2015. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically requiring a $500,000 account minimum. The firm emphasizes quality and liquidity through a long-term equity investment approach supported by fundamental, technical, cyclical, and quantitative analysis.

Craig Cairns is a financial advisor with Howe and Rusling, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Howe and Rusling since 2000. Since 2021, he has served on the Board of Directors of Transcat, Inc. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional accounts such as insurance companies and pension plans. The firm employs a combined top-down and bottom-up investment approach with a focus on large-cap equity and intermediate fixed-income strategies, along with financial and estate planning services.

Sarah Stymus is a CFP® with 13 years of industry experience, currently serving as an advisor at Whitney & Company. Her prior experience includes roles at J.P. Morgan Securities and Sage, Rutty & Co., Inc. She holds Series 63 and Series 65 licenses. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its long-term investment approach, combining fundamental analysis with technical methods and Modern Portfolio Theory.

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Leigh Baldwin & Co. Dougherty is also a licensed insurance agent involved in insurance sales and implementation related to investment recommendations. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach that integrates low-cost mutual funds, ETFs, and other securities, and operates as a subsidiary within the WAGN network with multiple consulting and institutional relationships.

Kenneth Burke is a financial advisor with High Falls Advisors, Inc. in Rochester, NY, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including twelve years at High Falls Advisors and one year at Allworth Financial, L.P. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm uses a range of actively managed equity and model-based portfolios overseen by an internal investment committee, supported by in-house tax and trust expertise, including advisors with CPA/EA/PFS credentials.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, among other firms. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across multiple offices.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Clara Sanguinetti is a financial advisor at Brighton Securities Corp. with over 14 years of industry experience, including 12 years at Invesco and three years at her current firm. She holds a Series 66 designation. Outside of her advisory role, she serves on the Brighton Town Council. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets as of 2024.

Robert Hayes is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Silver Oak Securities, Inc., Cetera Advisors, and APFS Wealth Management, Inc. Outside of advising, Hayes serves as the mayor of Avon, NY, and officiates high school baseball and softball games as an umpire. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm uses a variety of investment analysis methods and offers discretionary and non-discretionary services, including access to third-party investment advisers and alternative investment strategies.

Grace Stolberg is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with O'Keefe Stevens Advisory, Inc., where she has worked since 2023. Her prior experience includes a role at SFG Wealth Management and various positions outside the financial industry, including teaching at Nazareth College and entrepreneurship at Peppermint Boutique. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across 357 client households.

Zachary Harrington is a Series 65 licensed advisor with 11 years of industry experience. He has worked at Rise Advisors, LLC since 2020 and previously at NorthLanding Financial Partners, LLC and HIGH FALLS ADVISORS, Inc. He also operates as an independent insurance agent, offering life insurance and fixed annuity products. Rise Advisors, LLC provides financial planning, consulting, and portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm primarily manages portfolios on a discretionary basis, utilizing strategic asset allocation and a mix of investment vehicles such as ETFs, mutual funds, and alternative investments.

Kenneth Blazick is a financial advisor at Horizon Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors and Securities Service Network. He has been involved with Horizon Advisory Services and The Horizon Group for over a decade. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management and integrated financial planning. The firm employs a model-driven investment process focused on diversified, long-term asset allocation across mutual funds, ETFs, and individual securities for complex accounts.

David Treichler is a CFP® professional with 40 years of industry experience, currently serving at Bright Futures Wealth Management, LLC. His prior roles include positions at Cetera Advisors and Silver Oak Securities. Outside of advisory work, he owns Arabella Wealth Advisors, an independent financial services business. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting to a range of clients, including individuals, trusts, and retirement plans. The firm employs multiple analysis methods and offers discretionary and non-discretionary services tailored to both non-high-net-worth and high-net-worth clients.

Jennifer Vogler is a financial advisor at High Falls Advisors, Inc. with five years of industry experience. She has worked at Allworth Financial, L.P. since 2026 and was previously with High Falls Advisors from 2005 to 2026. In addition to her advisory role, she maintains a part-time solo law practice focused on estate planning and real estate. High Falls Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, tax preparation, and trustee/administration services. The firm utilizes an internal investment committee to implement actively managed strategies across custom and model-based portfolios, integrating tax-aware and ESG variants alongside other allocation models.